Winmark Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:WINA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
17 Sep 25	SellUS$430,274	Lawrence Barbetta	Individual	852	US$505.33
13 Aug 25	BuyUS$102,693	Gina De Caro Sprenger	Individual	250	US$410.77
30 May 25	SellUS$1,703,805	Anthony Ishaug	Individual	4,000	US$428.14
16 May 25	SellUS$685,168	Jenele Grassle	Individual	1,600	US$428.23
06 May 25	SellUS$586,712	Anthony Ishaug	Individual	1,600	US$368.14

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WINA?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	214,895	5.88%
Individual Insiders	601,188	16.5%
Institutions	2,836,985	77.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 80.06% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.1%	Ronald Olson	396,908	US$165.1m	0%	no data
8.72%	Neuberger Berman Investment Advisers LLC	310,585	US$129.2m	-2.25%	0.09%
7.26%	BlackRock, Inc.	258,656	US$107.6m	1.03%	no data
6.03%	Renaissance Technologies LLC	214,895	US$89.4m	-2.54%	0.11%
5.07%	The Vanguard Group, Inc.	180,597	US$75.1m	-0.42%	no data
4.89%	AltraVue Capital, LLC	174,323	US$72.5m	0.83%	5.61%
3.22%	Brett Heffes	114,738	US$47.7m	0%	no data
3.07%	Fisher Asset Management, LLC	109,427	US$45.5m	33.2%	0.02%
2.75%	Port Capital LLC	98,118	US$40.8m	-9.29%	1.67%
2.74%	First Trust Advisors LP	97,451	US$40.5m	121%	0.03%
2.36%	Nine Ten Capital Management, LLC	83,900	US$34.9m	0%	9.59%
2.29%	Jacobs Levy Equity Management Inc	81,433	US$33.9m	535%	0.13%
2.22%	AllianceBernstein L.P.	79,025	US$32.9m	7.17%	0.01%
2.17%	Geode Capital Management, LLC	77,252	US$32.1m	2.1%	no data
2.14%	Dimensional Fund Advisors LP	76,304	US$31.7m	-6.16%	no data
2.12%	State Street Global Advisors, Inc.	75,450	US$31.4m	9.44%	no data
1.98%	William Blair Investment Management, LLC	70,635	US$29.4m	16.1%	0.03%
1.95%	Copeland Capital Management, LLC	69,603	US$29.0m	-5.3%	0.59%
1.87%	Anthony Ishaug	66,483	US$27.7m	4.73%	no data
1.23%	Rockefeller & Co. LLC	43,675	US$18.2m	-12.6%	0.03%
1.16%	UBS Asset Management AG	41,474	US$17.3m	20.5%	no data
1.01%	Northern Trust Global Investments	35,956	US$15.0m	-14.5%	no data
0.95%	Bessemer Investment Management LLC	33,929	US$14.1m	-41.3%	0.02%
0.88%	Select Equity Group, L.P.	31,422	US$13.1m	15.5%	0.05%
0.83%	Numeric Investors LLC	29,542	US$12.3m	65.3%	0.03%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/24 21:31
End of Day Share Price	2025/12/24 00:00
Earnings	2025/09/27
Annual Earnings	2024/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Winmark Corporation is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Thomas Forte	Maxim Group